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← Customer Feedback for Redtail Technology

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3 results found

  1. Adding Additional Roles

    240 votes
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    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous commented  · 

    PLEASE consider! We use roles rather than user names...we'd like to have an Operations Manager or Operations role and a Marketing role. Love the idea of CSA 1 or CSA 2, also

  2. attach activity to workflow

    68 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous supported this idea  · 

  3. Portfolio Reporting

    303 votes
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    24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Anonymous supported this idea  · 

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